Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Krueger is a financial advisor at Stifel, Nicolaus & Company, Inc. William Krueger is a registered representative with the firm since October 2016, specializing in providing financial and investment advice to individuals and businesses. William Krueger has been working in the financial industry since 1991. He has a strong background in the field, having previously worked at WELLS FARGO ADVISORS, LLC. William Krueger is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/06/2016 - Present
Stifel, Nicolaus & Company, Inc. (DECATUR IL)
IL
01/01/2008 - 10/11/2016
WELLS FARGO ADVISORS, LLC (DECATUR IL)
IL
11/29/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DECATUR IL)
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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